Create a recurring invoice from a quote

Question asked by Adam Benjamin 11 years ago

Can this be done or do I have to delete the quote and un-accept it then create a reoccurring just using the figures etc?

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2 Replies

Hello Adam,

At the moment this is not available.

We are looking to make sales invoices that are on the system into a recurring template which will require just entering in the frequency, occurrences and save type.

If the quote is going to be invoiced and you expect it to be recurring, I would suggest to make the recurring template from that stage.

Here is a guide which will help in making a recurring sales invoice. http://www.clearbooks.co.uk/support/guides/recurring-invoicing/how-to-create-a-recurring-invoice/

Vanish

Best answer
11 years ago

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